Your business requirement is to use SAP Excel Add-In for reporting purposes and for that it is needed to understand it better.
SAP Cloud for Customer
SAP Business ByDesign
Opens existent Excel workbooks saved in Business Analytics work center.
2. Save All
Saves the current workbook to the SAP System.
3. Personal Workbook
- Personal Workbook
A personal workbook can be a workbook created and saved by you, or maybe a modification of a public workbook that is stored in the system
- Public Workbook
A public workbook is either existent in the system or has been defined the key user
- Design Workbook
Very similar to the work center Business Analytics and used to design a report, before publishing it. In order to publish it, just make it a Public Workbook.
4. Insert Report
Insert a report from your SAP system to an active cell in the current workbook
5. Copy Report
Copies the report along with its current view and value selection
6. Paste Report
Paste the previously copied report
7. Remove Report
Deletes the report from the cell range
Prevents the report from unwanted changes. The cell range is locked, while the rest of the worksheet can be edited
Refreshes the data of the current report. You can also make use of the “Refresh Automatically” function and choose between “When Worksheet is Activated” and “When Worksheet is Open” options
10. Defer Refresh
Stops all reports in the current workbook from being automatically refreshed
Inserts pagination in the report
Choose between the existent views for the current report
Choose between the existent selections for the current report
14. Mark Selected
Marks cells that you select to be sent back to the system. By marking selected cells, you set the value for the cell. The value therefore does not change when you redistribute values by clicking Refresh
15. Unmark All
Unmarks all selected cells
16. Insert Header
Inserts technical information of the current report
Jumps to another report in different worksheets or opens the current report in the Web Browser
18. Insert Chart
Insert a chart with the report data
19. Grid Display
Displays the report using the solution cell styles in the Microsoft Excel grid, or in a Pivot Table
- Freeze Panes
Uses the Microsoft Excel freeze pane function to fix the header columns and rows
- Format Report
Formats the report using the default SAP Business solution cell styles as listed under the Microsoft Excel Home tab
- Adjust to Complete Column
Adjusts the width of columns to the width of the longest value in each column
- Adjust to Report Result
Adjusts the column width to the width of the longest value in the column.
- Use Outline for Hierarchies
Uses the Microsoft Excel outline function to group characteristic hierarchies by expansion level.
- Expand Rows to Level
You can choose the hierarchy level up to which the hierarchy is to be displayed when it is expanded.
- Merge Repeated Cells
You can specify whether every instance of a characteristic value is displayed in a row or column.
- Show Results First
You can specify how results are to be displayed. You can decide if they are to be displayed above rows or to the left of columns.
- Arrange As Hierarchy
The system arranges characteristics in rows and in columns as a hierarchy. The row or column further left serves as the tree structure into which characteristics to the right are inserted.
- Invert Hierarchies
The system inverts the hierarchy so that the hierarchy is displayed from bottom to top or from right to left. You can decide to invert a hierarchy in rows and in columns.
- Suppress Zero Values
You can suppress columns or rows that contain zeros in your report.
- Key Figures
Converts all the key figures currencies
- Report Data Settings
Shows extended text instead of 60 characters per cell
- Show / Hide
Shows or hides the following:
– You can specify if all messages or only errors are displayed. You can also decide if messages are displayed on user request.
- Dynamic Paging
– You can retrieve report data in chunks rather than all at once. To do this, go to Show/Hide Dynamic Paging. The system opens a dialog box. Select the Dynamic Paging checkbox and in the Page Size field, enter the desired number of data that you want to run at one go.
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